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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,342 | $102,382-76.2% | $147,005-83.4% | $80,874-69.9% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 93.02% | 134.89%-41.9pp | 418.76%-325.7pp | 35.62%+57.4pp |
| Employer contribution / active EE | $2,869 | $3,715-22.8% | $4,934-41.9% | $2,756+4.1% |
| Participant deferral / active EE | $4,030 | $6,646-39.4% | $8,070-50.1% | $4,297-6.2% |
| Admin fee / account holder | $687 | $7,942-91.3% | $13,006-94.7% | $6,935-90.1% |